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Help / Clients

Clients

Clients, contacts and billing.

←All categories General 11 Cases 3 Clients 4 Contracts 6 Protection Notices 6 Court Cases 6 Assignments 4 Requests 4 Tasks and works 3 Team and access 5 Taxes 3 Security and sign-in 3 Public page 2 Other 7

4 articles found

Customers — why store their data Keeping a Customer database lets you store and view in one place all the records related to a specific Customer: Cases, Contracts, Notices of protection, Ser... 10 Oct › Creating a Customer: step by step This guide describes how to create a new Customer in the system. Customer data is used when preparing Contracts, Notices of protection and other documents. I... 10 Oct › Editing and deleting Customers While working you may need to change a Customer's data or delete a Customer from the system. Note:You can change a Customer's data from the Customer list pag... 10 Oct › How Customers are linked to Cases and Contracts In Pravoved.kz, Customer data is automatically linked to Contracts and to the records created on their basis. This lets you get the full picture of your work... 10 Oct ›

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